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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-21 |
| FL | RA | APPROVED | 1996-06-03 |
Branch Locations
201 E. Las Olas Blvd. Suite 1630, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Fort Lauderdale | FL | 06/1996 | Present |
(1) Name of Business : Pinion, Inc. Address: 1203 Oakmont,N. Lauderdale, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Director Investment Related:No Start Date: 12/01/1996 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 1 Description of duties: VP Membership: maintain member database, run membership drive. Facilitate event RSVPs, make deposits in the PNC Pinion account when necessary. 2)Name of Business: Lisa Corrao, Inc. Address: 1203 Oakmont, N. Lauderdale, FL, 33068, United States Activity Type: Other Position/Title: Bookkeeper Investment Related: No Start Date: 01/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The company belongs to my daughter. I am listed as the Secretary of this S Corp. but I only assist with some bookkeeping (non paid).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-31 |
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